401(k) · DOL Form 5500 · 2023

Osborn LLC 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
694
Participants Below avg headcount
88th
Percentile by assets National rank
$89,414
Avg per participant Below avg balance/head
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Official DOL plan name: Jason Employee Savings & Profit Sharing Plan · Sponsored by Osborn LLC · Indiana · Manufacturing

$62M in assets, 694 participants

Osborn LLC's Jason Employee Savings & Profit Sharing Plan reported $62M in total assets and 694 participants in its 2023 DOL Form 5500 filing, ranking in the 88th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #15,308 in Manufacturing (18,722 peers)

Where Jason Employee Savings & Profit Sharing Plan sits by assets

Jason Employee Savings & Profit Sharing Plan sits in the top quartile of all filed plans by assets, $62M for 694 participants (~$89,414/participant), up 5.4% in 2023.

#15,308
in Manufacturing (18,722 peers)
+5.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Jason Employee Savings & Profit Sharing Plan's outsized position by total assets

Jason Employee Savings & Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$62,053,470 Top 12% higher than 88% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Jason Employee Savings & Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jason Employee Savings & Profit Sharing Plan sits mid-pack in the medium band (694 participants).

Form 5500 schedule snapshot

Filing strip 830905279 · Osborn LLC PY 2023 · 401(k)

Jason Employee Savings & Profit Sharing Plan · $62M · 694 · 88th

  • EIN $62M
  • RANK 694
  • PHOTO 88th
  • IND 401(k)
  • EOY near Quintairos Prieto Wood & Boyer P.a. 401(k) Plan
  • 5500 ind #15308

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Indiana →

Jason Employee Savings & Profit Sharing Plan in the asset neighbourhood

Werner Electric Supply Co. 401(k) Profit Sharing PlanWerner Electric Supply Co. 4…$62MPrime Buchholz LLC 401(k) Profit Sharing PlanPrime Buchholz LLC 401(k) Pr…$62MJason Employee Savings & Profit Sharing PlanJason Employee Savings & Pro…$62MQuintairos Prieto Wood & Boyer P.a. 401(k) PlanQuintairos Prieto Wood & Boy…$62MAegis Aerospace, Inc. 401(k) PlanAegis Aerospace, Inc. 401(k)…$62M
End-of-year total assets ($M) among Jason Employee Savings & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$62M
Net Income$3M
Employer EIN830905279
Plan Effective Date1986-01-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Osborn LLC)

Sponsor-wide plan assets over time

All Osborn LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 315.2021158413411% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $6.17M $25.6M ▲ +315.2%
Year Plans Participants Total Assets
2022 1 N/A $6M
2023 2 694 $62M
2024 1 624 $26M

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jason Employee Savings & Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Jason Employee Savings & Profit Sharing Plan, Total assets ($B): 0.06205347 · Participants: 694Jason Employee Savings & Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Jason Employee Savings & Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Jason Employee Savings & Profit Sharing Plan side-by-side with 3 peers →

Jason Employee Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Quintairos Prieto Wood & Boyer P.a. 401(k) Plan in FL ($62M); by covered participants it is Franklin Corporation 401(k) Plan in MS (694 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (694 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jason Employee Savings & Profit Sharing Plan assets move in 2023? ▼
Jason Employee Savings & Profit Sharing Plan grew at a solid clip - up 5.4% during 2023, from $59M to $62M. Reported net income was $3M.
How have Osborn LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Osborn LLC's sponsor-wide assets grew 315.2%, from $6M to $26M.
Where does Jason Employee Savings & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jason Employee Savings & Profit Sharing Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jason Employee Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quintairos Prieto Wood & Boyer P.a. 401(k) Plan in FL ($62M, 715 participants).
Which 401(k) plans cover a similar participant headcount to Jason Employee Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Franklin Corporation 401(k) Plan in MS (694 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 830905279.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.